Armondo J. Brennan Awarded Prestigious AEP^® Designation

by the National Association of Estate Planners & Councils

September 23, 2024 – Marking a significant career milestone, Armondo J. Brennan, a highly accomplished Agent with New York Life Insurance Company and Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, has earned the Accredited Estate Planner^® (AEP^®) designation. This honor was awarded by the National Association of Estate Planners & Councils (NAEPC), underscoring his expertise and leadership in the field of estate planning.

With over 30 years of experience in the financial services industry, Mr. Brennan’s achievement reflects a career dedicated to helping clients secure their financial futures. His practice, based at 4308 N. McColl Road, McAllen, TX 78504, serves as a trusted resource for individuals and families seeking comprehensive estate and financial planning solutions.

The AEP^® designation is a prestigious, graduate-level credential that recognizes multidisciplinary specialization in estate planning. It is awarded to professionals who meet rigorous criteria, including advanced education, extensive experience, and a strong commitment to ethical practices. Eligible candidates must hold recognized credentials such as JD, CPA, CLU^®, ChFC^®, CFP^®, CFA, and others, and demonstrate exceptional proficiency in estate planning strategies.

To achieve the AEP^® designation, candidates must:

• Embrace a team-oriented approach to estate planning.
• Adhere to the NAEPC Code of Ethics.
• Participate in ongoing education and an annual recertification process.

This designation is the latest in Mr. Brennan’s impressive list of professional accomplishments, which include earning the Chartered Financial Consultant^® (ChFC^®), Chartered Life Underwriter^® (CLU^®), and Retirement Income Certified Professional^® (RICP^®) designations. These credentials, combined with his new AEP® designation, demonstrate his dedication to continuous learning and delivering exceptional service to his clients.

The NAEPC is a national organization committed to fostering excellence in estate planning through education, resources, and collaboration among professionals. It advocates for the highest standards of practice by promoting the multidisciplinary approach essential for effective estate planning. Armondo J. Brennan’s AEP^® designation highlights a career milestone that reflects his dedication to providing clients with expert guidance in navigating complex estate and financial planning needs. For inquiries or to schedule a consultation, Mr. Brennan can be reached at 956.630.9120.

This achievement solidifies his reputation as a trusted adviser and a leader in the field, setting the standard for excellence in estate planning in South Texas and beyond.